See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $15,091 | $45,073-66.5% | $69,455-78.3% | $72,985-79.3% |
| Participation rate | 55.9% | 68.5%-12.6pp | 74.6%-18.7pp | 69.5%-13.6pp |
| Annual return | 3.22% | 22.65%-19.4pp | 28.97%-25.8pp | 81.00%-77.8pp |
| Employer contribution / active EE | $346 | $2,054-83.2% | $2,779-87.6% | $2,440-85.8% |
| Participant deferral / active EE | $1,016 | $2,602-60.9% | $3,535-71.3% | $3,607-71.8% |
| Admin fee / account holder | $104 | $3,056-96.6% | $3,839-97.3% | $5,124-98.0% |